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Building 2GRAVITALIX FINANCIAL

Map pinCORAL SPRINGS, FL
Phone646-732-0299
NotebookSEC #801-135256
Total AUM
$542.5M
Employees
2
Clients
199,399

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3301 NORTH UNIVERSITY DRIVE
SUITE 100
CORAL SPRINGS
FL 33065
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
646-732-0299

ReceiptFinancials

Total AUM
$542.5M
Accounts
199,399
Discretionary
$542.5M
Accounts
199,399
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198,394
AUM
$133.1M
HNW Individual Clients
66
AUM
$310.6M
Corporation or Business Clients
939
AUM
$98.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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